IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$600M
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.94M
3
+$2.65M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.23M
5
MBB icon
iShares MBS ETF
MBB
+$2.12M

Top Sells

1
+$4.35M
2
+$4M
3
+$2.59M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$2.5M
5
BND icon
Vanguard Total Bond Market
BND
+$1.65M

Sector Composition

1 Healthcare 7.65%
2 Technology 6.22%
3 Consumer Discretionary 4.12%
4 Financials 3.7%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$995K 0.17%
41,134
+24,120
152
$989K 0.16%
+28,924
153
$960K 0.16%
104,510
+64,907
154
$956K 0.16%
25,697
-77
155
$952K 0.16%
15,299
+133
156
$950K 0.16%
32,653
+21,635
157
$946K 0.16%
22,036
+11,553
158
$939K 0.16%
3,616
+3
159
$934K 0.16%
13,775
-2,075
160
$933K 0.16%
12,553
-1,466
161
$930K 0.15%
23,271
-905
162
$924K 0.15%
24,313
+9,230
163
$923K 0.15%
13,960
+1,444
164
$918K 0.15%
10,383
-2,168
165
$914K 0.15%
38,600
+2,539
166
$908K 0.15%
11,023
+590
167
$901K 0.15%
25,884
+8,300
168
$898K 0.15%
15,088
-845
169
$888K 0.15%
18,857
-6,460
170
$885K 0.15%
39,030
-8,100
171
$882K 0.15%
7,805
-4,800
172
$874K 0.15%
23,497
+1,419
173
$872K 0.15%
29,010
-800
174
$860K 0.14%
5,385
-352
175
$858K 0.14%
16,006
-4,184
5 6
7
8 9